I'm afraid I've gone a bit coco for natural gas, and along comes this.
By this, I reference the Chesapeake Energy Conference Call, which is resoundingly bullish on the future of natural gas prices in North America, and contains solid insight into their views and recent trading of natural gas.
In addition, their weather analysis indicates a more normal winter is in store for the US, meaning something colder than in the past couple of years. This is different from the consensus that we will have a mild winter, but so far Chesapeake's call for a colder than average September and October have played out as predicted.
TheStreet.com: Inflection Point for Energy Investors.
Q3 2006 Chesapeake Energy Corporation Earnings Conference Call.
Some prior posts on natural gas:
Jim Rogers: Time to buy natural gas.
The Case for Natural Gas.
Unconventional Success in Gas Production (No Yale Degree Required).
Has Aubrey McClendon lost his mind?!